Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$484M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$426M |
| 3 |
Alibaba
BABA
|
+$349M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$273M |
| 5 |
Procter & Gamble
PG
|
+$250M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$35.2M |
| 2 |
Home Depot
HD
|
+$33.5M |
| 3 |
SPDR Gold Trust
GLD
|
+$32.6M |
| 4 |
JD.com
JD
|
+$30.1M |
| 5 |
Tesla
TSLA
|
+$26.9M |
Sector Composition
| 1 | Consumer Staples | 25.86% |
| 2 | Healthcare | 17.87% |
| 3 | Consumer Discretionary | 13.79% |
| 4 | Technology | 4.61% |
| 5 | Financials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Pilgrim's Pride
PPC
$10.3B
| $3.15M | 0.01% |
125,408
+29,417
| +31% | +$738K |
|
577
Guidewire Software
GWRE
$21.3B
| $3.15M | 0.01% |
+33,234
| New | +$3.15M |
|
578
W.R. Berkley
WRB
$27.4B
| $3.14M | 0.01% |
70,763
+34,500
| +95% | +$1.53M |
|
579
ManpowerGroup
MAN
$1.75B
| $3.14M | 0.01% |
+33,378
| New | +$3.14M |
|
|
API
580
Agora
API
$337M
| $3.13M | 0.01% |
314,360
+62,115
| +25% | +$617K |
|
581
Toll Brothers
TOL
$13.8B
| $3.12M | 0.01% |
66,450
-51,590
| -44% | -$2.43M |
|
582
FirstEnergy
FE
$25B
| $3.11M | 0.01% |
67,737
+39,025
| +136% | +$1.79M |
|
583
Liberty Broadband Class A
LBRDA
$8.61B
| $3.1M | 0.01% |
+23,660
| New | +$3.1M |
|
584
Entergy
ETR
$39.5B
| $3.1M | 0.01% |
53,066
+31,290
| +144% | +$1.83M |
|
|
NXGN
585
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $3.1M | 0.01% |
148,097
+31,587
| +27% | +$661K |
|
586
PPL Corp
PPL
$26.5B
| $3.09M | 0.01% |
108,086
+68,889
| +176% | +$1.97M |
|
587
U-Haul Holding Co
UHAL
$10.8B
| $3.09M | 0.01% |
51,720
-19,560
| -27% | -$1.17M |
|
588
GATX Corp
GATX
$6B
| $3.09M | 0.01% |
25,018
+12,263
| +96% | +$1.51M |
|
589
Outset Medical
OM
$241M
| $3.08M | 0.01% |
4,522
+1,085
| +32% | +$739K |
|
|
FRC
590
DELISTED
First Republic Bank
FRC
| $3.08M | 0.01% |
18,973
-12,884
| -40% | -$2.09M |
|
|
NATI
591
DELISTED
National Instruments Corp
NATI
| $3.04M | 0.01% |
+74,854
| New | +$3.04M |
|
592
Reinsurance Group of America
RGA
$12.7B
| $3M | 0.01% |
27,370
+19,036
| +228% | +$2.08M |
|
593
Ameren
AEE
$26.8B
| $2.96M | 0.01% |
31,604
+17,498
| +124% | +$1.64M |
|
594
Clearway Energy Class C
CWEN
$3.35B
| $2.96M | 0.01% |
81,066
+48,052
| +146% | +$1.75M |
|
595
Middleby
MIDD
$6.99B
| $2.95M | 0.01% |
+18,004
| New | +$2.95M |
|
596
Duolingo
DUOL
$13.1B
| $2.95M | 0.01% |
+31,002
| New | +$2.95M |
|
597
Pentair
PNR
$17.9B
| $2.95M | 0.01% |
+54,331
| New | +$2.95M |
|
598
FIGS
FIGS
$1.11B
| $2.94M | 0.01% |
136,730
+48,942
| +56% | +$1.05M |
|
599
Trex
TREX
$6.43B
| $2.93M | 0.01% |
44,774
-1,867
| -4% | -$122K |
|
600
Pediatrix Medical
MD
$1.44B
| $2.92M | 0.01% |
124,282
+31,548
| +34% | +$741K |
|